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Soltis Investment Advisors’s iShares US Technology ETF IYW Stock Holding History

Soltis Investment Advisors’s Portfolio IYW Stock Details IYW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-1,018
Closed -$203K – 593
2025
Q4 		$203K Sell
1,018
-8
-0.8% -$1.6K 0.01% 504
2025
Q3 		$201K Buy
+1,026
New +$188K 0.01% 455

Other funds holding IYW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Soltis Investment Advisors's IYW Position: Q1 2026 in Review

Soltis Investment Advisors sold out of iShares US Technology ETF (IYW) in Q1 2026, closing a stake of 1,018 shares — an estimated $203K sold.

Soltis Investment Advisors first reported a position in IYW in Q3 2025 and held it in 2 quarters. The position peaked at $203K in Q4 2025. 1,178 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

  • Soltis Investment Advisors reported no remaining iShares US Technology ETF position as of Q1 2026 after selling out during the quarter.
  • Soltis Investment Advisors sold 1,018 iShares US Technology ETF shares in Q1 2026, an estimated $203K.
  • Soltis Investment Advisors first reported a position in iShares US Technology ETF in Q3 2025 and held it in 2 quarters.
  • Soltis Investment Advisors's iShares US Technology ETF position peaked at $203K in Q4 2025.
  • 1,178 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on Soltis Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.